Our Qualifications

We are very selective with regards to who we hire at AXA.  Education, reputation and prior history are carefully scrutinized prior to any advisor joining our firm, and many candidates are turned away each month.  The select associates we hire are put through a rigorous training program where they are instructed not only on sound financial strategies, but also on how to determine what is truly important to each individual client.

Our seasoned advisors are also provided with resources and opportunity to keep up with new trends and updated strategies. This ensures that our clients are receiving best-in-class service.    

Several of our advisors have been educated at the Wharton School, and many have attained the credential of Retirement Planning Specialist through Wharton. 

For a list of our Financial Professionals, please visit the Our Professionals page.